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Tech Services · Automation

Business automation that gives you your week back

Automation consulting and development for service businesses. Intake, follow-up, scheduling, invoicing chase. The busywork runs itself, on the stack you already own.

Results
45 hrsper week one client's office got back. That's a full-time hire you didn't make

What we put on autopilot

Every hour below is one your office spends today on work a machine should do. We map yours in the audit, then automate in order of payback.

Missed-call textback

Every unanswered call gets a text in seconds. Before they dial the next shop on the list.

Lead & estimate follow-up

Sequences that chase every quote until it's answered. No bid dies in the inbox.

Scheduling & dispatch handoffs

Booked job → calendar → crew notified → customer confirmed. Zero re-typing.

Invoice & payment chase

Polite, persistent, automatic. Receivables come in without the awkward calls.

Review requests

Every closed job asks for the review at the right moment. Your map pack ranking compounds.

Reporting rollups

Calls, jobs, revenue, cost per job, assembled nightly into one report you'll actually read.
Where the hours and the leads go

The same missed call, handled two ways

Most leads aren't lost to a better competitor. They're lost in the gap between the call and the callback.

Manual follow-up

The call goes to voicemail. Someone writes it down and calls back when the schedule allows. By then the homeowner has booked whoever answered first.

Automated follow-up

A text goes out the moment the call is missed, with a way to book. The job lands on the board, and the office only steps in when a person is needed.

CALL MISSED
VOICEMAIL
CALLBACK
ON THE BOARD
NOW
NEXT DAY
THE LEAD GOES COLD
BOOKED SOMEONE ELSE
What we automate

Six kinds of automation, one connected system

Automation is not one tool. It is a set of small workflows that each take one repeat task off a person. Pick a category to see what it covers and an example of how it runs.

Lead intake & speed-to-lead

Every call, form and chat becomes a lead in your CRM with its source attached, and gets a response while the homeowner is still looking.

Example workflow
Missed-call text back with a booking link
Web forms and chats routed into the CRM
Lead source captured on every record
Hand-off to the office when a person is needed

Operational workflows

The steps between a booked job and a finished one run in order: the right tech is assigned, the crew has the details, and nothing waits on someone remembering.

Example workflow
Dispatch rules by job type, area and skill
Job notes and photos pushed to the tech
Checklists that open based on the job type
Status changes that trigger the next step

Customer communication

Homeowners hear from you at every step without the office sending a single message by hand.

Example workflow
Appointment confirmations and reminders
On-my-way texts from the tech
Follow-up after the job
Review requests timed to happy customers

Billing & collections

Invoices go out when the work is finished, payments get chased on a schedule, and the books stay in sync with the jobs.

Example workflow
Invoice generated at job completion
Payment links in the invoice text
Reminders for unpaid invoices
Payments synced to QuickBooks

Reporting & notifications

The numbers come to you instead of you digging for them, and you hear about problems while there's still time to fix them.

Example workflow
A daily or weekly numbers summary
Alerts when jobs sit unscheduled
Alerts for estimates with no follow-up
Dashboards built on your own data

AI-assisted automation

AI handles the steps that need judgment but not a person: reading, sorting, summarizing and drafting. Your team approves anything that goes to a customer.

Example workflow
Call summaries logged to the customer record
Incoming requests sorted by urgency and job type
Draft replies and quotes for your team to approve
After-hours answering that books or routes the call

Built inside the systems you already run. Nothing goes to a customer without the guardrails you set.

How it works

The Scale Lite Tech automation method

CALL
DISPATCH
ESTIMATE
3 HANDOFFS, 1 DEAD END
01 · Map the busyworkA free audit of where the hours go: intake, follow-up, scheduling, billing. Ranked by payback.
CALL
DISPATCH
INVOICE
REPORT
OWNER
THE SYSTEM RUNS THE JOB
02 · Build & wireAutomations built on your stack. ServiceTitan, Jobber, HubSpot, QuickBooks, not another subscription.
OLD SYSTEM
NEW SYSTEM
RECONCILED · RECORD BY RECORD
03 · Prove the hoursEach automation ships with a counter: hours saved, response time, leak rate. ROI you can point at.
BOOKED JOBS
MO 1
MO 12
04 · Run & expandWe monitor, maintain, and keep finding the next hour to give back. You own every workflow we build.
Free stack audit

Find out what your software is really doing

List what you run. We'll show you what's connected, what's being typed twice, and what you can cancel this month.How this check works →
Takes us two business days. No pitch attached. * Required.
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Results are the only thing that matter

I almost sold the business out of burnout. Scale Lite helped turn it into something that runs without me in every detail. I'm not going anywhere now.
Brittany Moore, Pest Control
FAQ

Straight answers

What should we automate first?

Whatever leaks revenue fastest, usually missed-call textback and estimate follow-up. Both pay for themselves in weeks. The audit ranks your list by payback so the order is never a guess.

Keep exploring

AI implementation

Call answering, estimate drafting, dispatch triage, measured ROI.AI implementation →

System integration

CRM, dispatch, accounting, phones. One source of truth.System integration →

Local SEO

Own the map pack and organic results in every city you serve.Local SEO for contractors →

Get a free consultation

Find time with our team to talk through where you want to take the business, and how we can help you get there. We'll point out what's worth fixing first, even if it isn't us who fixes it.

No spam, no pressure. We reply within one business day. * Required.
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